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The Holiday Party

The best thing I did in my professional life was starting my own practice. The only thing...

Empower has $10 billion in small 401(k) plan sales

There is still big business with small plans. Empower has reported it has achieved sal...

IRS Issues Long Time, Part Time regulations

The Internal Revenue Service finally released regulations for 401(k) plans for long-term,...

Employee Fiduciary launches future value 401(k) calculator

Employee Fiduciary, LLC has launched a new calculator to demonstrate the future value of ...

Deferrals are steady, withdrawals and loans are up

These are hectic times, so we always look to what participants do in the 401(k) plans to ...

Watch out for those conflicts of interest

It’s amazing sometimes how people are blind to conflicts of interest that are as clear ...

It doesn’t matter where your plan provider is

I’m the guy who will travel to a Target further from my home because the Target in Farm...

Get fiduciary liability insurance

The warranty in the electronics business is gravy for the retailers who sell it. You’ll...

The auditors can make a mistake and not admit

For plans that require an independent audit, the point of the audit is to determine the f...

IRS Announced the 2024 plan limits

Inflation is affecting retirement plan limits again. Starting in 2024, employees can c...